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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,874 | $71,230+31.8% | $93,727+0.2% | $80,959+16.0% |
| Participation rate | 32.6% | 60.4%-27.8pp | 68.7%-36.1pp | 67.7%-35.1pp |
| Annual return | 6.62% | 11.26%-4.6pp | 133.83%-127.2pp | 35.67%-29.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,256 | $4,037-68.9% | $4,417-71.6% | $4,300-70.8% |
| Admin fee / account holder | $57,246 | $6,961+722.4% | $8,292+590.4% | $6,925+726.6% |